1.Catches incoming deal webhook
Integrate Webhooks by Zapier, and temporary storage to receive the deal payload and persist the incoming deal identifier for lookup.
Create draft invoice from deal item and attach PDF
Automatically convert an incoming deal payload into a draft invoice across Webhooks by Zapier, Storage by Zapier, monday.com, and Code by Zapier. Create and update when draft invoice number is returned, invoice PDF is generated, or deals move to Invoicedβso you can create draft invoices, attach PDFs, and update deal records without manual data entry.
How this automation creates draft invoices from deals
When deal webhooks arrive without automated invoice generation, teams risk delays in posting and missing documentation. This automation receives the deal payload, builds line items with tax logic, creates a draft invoice, and updates the deal record with the PDFβso you can complete bookkeeping faster.
Webhooks by Zapieror swap with your favorite app
2.Stores the deal identifier
Integrate Storage by Zapier, and workflow storage to set a persistent value for the stored deal identifier for downstream steps.
Storage by Zapieror swap with your favorite app
3.Retrieves deal and subitems
Integrate monday.com to get the deal record and its subitems using the stored id and map them into source line fields.
monday.comor swap with your favorite app
4.Builds line items and VAT
Integrate Code by Zapier, and data processing tools to assemble line items and compute VAT or zone from country fields.
Code by Zapieror swap with your favorite app
5.Posts payload to Accounting API
Integrate Webhooks by Zapier, and accounting API tooling to send customer and line items and capture the draft invoice PDF.
6.Updates deal with invoice PDF
Integrate monday.com to write the draft invoice number back, upload the PDF to deal files, and set the deal status to Invoiced.
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